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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,227 | $177,353-94.8% | $158,226-94.2% | $198,609-95.4% |
| Participation rate | 18.2% | 77.0%-58.8pp | 74.8%-56.6pp | 82.4%-64.2pp |
| Annual return | 19.38% | 599.50%-580.1pp | 501.41%-482.0pp | 202.70%-183.3pp |
| Employer contribution / active EE | $0 | $3,239-100.0% | $2,986-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $309 | $4,615-93.3% | $4,317-92.9% | $6,977-95.6% |
| Admin fee / account holder | $16 | $10,960-99.9% | $10,217-99.8% | $19,030-99.9% |